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Peter Bradshaw

Altura Wealth Advisors Inc.

Santa Clara, CA

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Current Employers
Altura Wealth Advisors Inc.

2005 De La Cruz Blvd #120, Santa Clara, CA 95050 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-07-16
  • CA RA
    APPROVED
    Since 2020-07-16

Branch Locations

2005 De La Cruz Blvd. Suite 131, Santa Clara, CA 95050 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Santa Clara University Santa Clara CA 09/2014 06/2018
Safari West Santa Rosa CA 06/2017 09/2017
J.R. Financial & Insurance Services Santa Clara CA 04/2018 07/2018
J.R. Financial & Insurance Services Santa Clara CA 07/2018 Present
Qualified Planning San Diego CA 07/2018 07/2020
Esg Planning San Jose CA 07/2020 Present
  • 09/2014 → 06/2018
    Santa Clara University
    Santa Clara, CA
  • 06/2017 → 09/2017
    Safari West
    Santa Rosa, CA
  • 04/2018 → 07/2018
    J.R. Financial & Insurance Services
    Santa Clara, CA
  • 07/2018 → Present
    J.R. Financial & Insurance Services
    Santa Clara, CA
  • 07/2018 → 07/2020
    Qualified Planning
    San Diego, CA
  • 07/2020 → Present
    Esg Planning
    San Jose, CA
Previous Registrations
  • 2019-10-18 → 2020-07-21
    Qualified Planning
    Santa Clara, CA
  • 2018-08-01 → 2019-12-11
    Qualified Planning
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-27
  • S65 Uniform Investment Adviser Law Examination
    2018-07-27

View on SEC IAPD

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